← All themes

E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Capital Research Global Investors Los Angeles, California	$23.9B	-$1.26B	18	5.84%	Reduced
27	Janus Henderson Group London,	$22.3B	+$393M	51	10.19%	Increased
28	Ameriprise Minneapolis, Minnesota	$20.4B	-$662M	79	6.79%	Reduced
29	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.1B	+$343M	36	12.59%	Increased
30	Fisher Asset Management Camas, Washington	$19.8B	+$275M	15	13.96%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$19.6B	-$3.51B	112	5.67%	Reduced
32	Charles Schwab San Francisco, California	$19.3B	-$1.38B	76	7.06%	Reduced
33	Swiss National Bank Zurich, Switzerland	$18B	+$336M	66	12%	Increased
34	UBS Group Zurich, Switzerland	$17.3B	+$2.68B	126	5.75%	Increased
35	Sands Capital Management Arlington, Virginia	$16.3B	+$148M	11	31.47%	Increased
36	Tiger Global Management New York	$16.1B	+$964M	18	37.06%	Increased
37	Franklin Resources San Mateo, California	$15.8B	+$268M	52	6.43%	Increased
38	Dimensional Fund Advisors Austin, Texas	$15.5B	-$446M	81	5.11%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$15.3B	+$79.2M	30	4.7%	Increased
40	AllianceBernstein Nashville, Tennessee	$15B	+$130M	65	6.58%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$14.7B	-$746M	89	7.91%	Reduced
42	ClearBridge Investments New York	$14.4B	-$189M	25	10.72%	Reduced
43	Greenoaks Capital Partners Orinda, California	$14B	+$12.8B	5	94.94%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$13.5B	+$177M	79	7.75%	Increased
45	American Century Companies Kansas City, Missouri	$12.9B	+$45.2M	45	9.48%	Increased
46	Capital International Investors Los Angeles, California	$12.8B	-$94.9M	7	3.24%	Reduced
47	Credit Suisse Zurich, Switzerland	$12.7B	-$1.4B	89	6.49%	Reduced
48	Bank of Montreal Toronto, Ontario, Canada	$12B	+$1.19B	94	7.8%	Increased
49	Schroder Investment Management Group London, United Kingdom	$11.9B	+$4.54M	37	15.41%	Increased
50	California Public Employees Retirement System Sacramento, California	$11B	-$969M	86	8.38%	Reduced